Senior Annuity Planner: Advisor Product Expert

Advisors Excel; Topeka (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k with matching

Generous PTO

On-site facilities and development

Job summary

Advisors Excel in Topeka, KS seeks a Senior Annuity Planner to support a nationwide network of Financial Advisors. You will evaluate annuity products, guide advisor selections, and act as a liaison among teams to ensure compliant, client-focused solutions.

The role requires 18+ months in annuity product experience, especially fixed index annuities, strong communication, and superb organization. On-site benefits include medical/dental/vision, 401k matching, generous PTO, and ongoing professional

Qualifications

• 18+ months annuity product experience; knowledge of fixed index annuities.
• Ability to interact professionally with advisors and staff at all levels.
• Strong organizational skills to manage competing priorities.

Responsibilities

• Use knowledge of annuity carriers to guide product recommendations for advisors.
• Build and maintain relationships with advisors and their staff.
• Support advisors via calls and email; liaise with other departments as needed.
• Provide timely problem resolution when issues arise.

Skills

Annuity product knowledge

Communication skills

Organizational skills

Problem solving

Education

Bachelor's degree in related field

Job description

Advisors Excel in Topeka, KS seeks a Senior Annuity Planner to support a nationwide network of Financial Advisors. You will evaluate annuity products, guide advisor selections, and act as a liaison among teams to ensure compliant, client-focused solutions.

The role requires 18+ months in annuity product experience, especially fixed index annuities, strong communication, and superb organization. On-site benefits include medical/dental/vision, 401k matching, generous PTO, and ongoing professional